Prime Capital Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Prime Capital Investment Advisors’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Sell	311,823 -15,783	-5%	-$680K	0.15%	120
2025 Q4	$13.5M	Sell	327,606 -24,870	-7%	-$1.02M	0.17%	103
2025 Q3	$14M	Sell	352,476 -8,217	-2%	-$317K	0.18%	100
2025 Q2	$13.7M	Sell	360,693 -111,255	-24%	-$4.07M	0.18%	93
2025 Q1	$17.1M	Sell	471,948 -156,762	-25%	-$5.71M	0.2%	94
2024 Q4	$21.8M	Sell	628,710 -1,201,625	-66%	-$42.3M	0.32%	60
2024 Q3	$64.8M	Sell	1,830,335 -24,649	-1%	-$857K	0.92%	25
2024 Q2	$66M	Buy	1,854,984 +1,260,530	+212%	+$44.2M	0.98%	25
2024 Q1	$20.7M	Sell	594,454 -119,429	-17%	-$3.93M	0.29%	72
2023 Q4	$22.5M	Buy	+713,883	New	+$21.8M	0.34%	65

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prime Capital Investment Advisors's HEFA Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 4.8% in Q1 2026, selling an estimated $680K and leaving 311,823 shares worth $13.3M. The position accounts for 0.15% of the portfolio, ranked #120.

Prime Capital Investment Advisors first reported a position in HEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $66M in Q2 2024. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

Prime Capital Investment Advisors held 311,823 shares of iShares Currency Hedged MSCI EAFE ETF worth $13.3M as of Q1 2026.
Prime Capital Investment Advisors sold 15,783 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $680K.
iShares Currency Hedged MSCI EAFE ETF made up 0.15% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #120 holding.
Prime Capital Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Prime Capital Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $66M in Q2 2024.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.